Arete Wealth Advisors, LLC Spdr Portfolio Short Term Corp Transaction History
Arete Wealth Advisors, LLC
- $1.6 Billion
- Q3 2025
A detailed history of Arete Wealth Advisors, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 78,943 shares of SPSB stock, worth $2.38 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
78,943
Previous 72,367
9.09%
Holding current value
$2.38 Million
Previous $2.19 Million
9.43%
% of portfolio
0.15%
Previous 0.16%
Shares
29 transactions
Others Institutions Holding SPSB
# of Institutions
620Shares Held
212MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS48.8MShares$1.47 Billion1.14% of portfolio
-
Valmark Advisers, Inc.8.74MShares$264 Million3.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.91MShares$239 Million0.07% of portfolio
-
Morgan Stanley New York, NY7.69MShares$232 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC4.92MShares$149 Million0.01% of portfolio